DBS Bank

2023 Best of Best(BOB) Team Manager Award

2023 Brilliant Star Award Best Team Manager and Best Team Award - Q1, Q2, 1st Half, Q3, 2nd Half and Full year award

2022 Full-year Bancassurance Team award

2022 Brilliant Star Award - 2nd Half, Top Desk Head  

Spearheaded an offshore Greater China Team

DBS Treasures Desk Head North Asia 星展银行丰盛理财北亚团队主管 

#1 Offshore Wealth Manager in Revenue 
#1 Offshore Wealth Manager in Bancassurance

Grow and strengthen the wealth of high net-worth individuals and their families in the specific market

Provide a differentiated suite of financial analysis and advise to meet the investment needs and objectives of this group of sophisticated clients

Treasures Relationship Manager (North Asia, China) 

• Oversee and manage SME Digital Channels  to ensure uplift in acquisition & revenue 

• Define and strategize digital channel roadmap across both onboarding and lending (API with fintech) 

• Building online(digital marketing/contents) & offline ecosystem/leads generation infrastructure to digitally acquire SME owners to offline events for acquisition of corporate accounts/loans

• Relationship lead for managing Indonesia's business association, collaborate together to host events for Indonesia's businesses alongside other Indonesia's largest fintechs

Innovation Lead

Award winning Branch Manager, led a bottom team to top position within 6 months and maintained top 3 position all the while 

Managing the branch business and actively drive revenue growth through focusing on sales within the branch whilst also acting as the single point of accountability for end to end customer to maintain branch profitability and customer satisfaction

Ensure needs-based selling in accordance with FA Act and service compliance with both internal audit/security and external regulatory requirements

Ensure effective use of resources at the branch; Create a high performance culture through motivation, training, development of all branch staff (including the operations staff in the branch)

Branch Manager

DBS Treasures Team lead 

Assistant Branch Manager

Senior Relationship Manager

Singapore Association in Indonesia

Executive Committee

Standard Chartered Bank

Personal Financial Consultant

Growing up, Melvin wanted to be an e-sport professional, supports Arsenal football club and now often playing tennis

Seeing how his mentor bought time with his family through investments, motivated him into the finance industry. 

Currently, Melvin leads a team of North Asia Relationship Managers and Acquisition Managers. 

Focusing on creating a sustainable and fun culture that people wish to be part of, he has build teams to #1 ranking within less than a year. 

He believes Happy Staffs = Happy Clients. 

In Indonesia, he was the project manager for the bank's SME key strategic digital initiatives, formed partnerships with large tech companies and Indonesia's biggest business associations to drive new business. 

White hair started appearing in recent years as he had to master 2 new languages without formal education - Mandarin and Bahasa Indonesia. 

Tony Robbins taught him to count his blessing as everyday is a gift and to see problems as a learning opportunity. 

Off work, Melvin tries to be a solid dad to his 8 year old son who trains him to exercise patience and simplify explanation on complex matters. 

Let's link up for partnerships if you are in EAM, Private banking or Family office space or simply looking forward to join my team whether now or in the future.

Melvin Ooi 黄百胜

Manages a portfolio of high net worth Onshore and Offshore(North Asia) AI clients totalling more than $450 million AUM. 
Books include margin revolving loans, managed funds, bonds, Structured Treasury products, and Universal Life.

Treasures Relationship Manager

FX / Futures / Options Trader

Citi

Personal Banker

Aspiring Banker Specializing in Wealth Management for High Net-Worth Clients in Greater China.

With a successful track record in wealth management sales, I am a seasoned professional dedicated to identifying and acquiring new clients for the bank, particularly within the Greater China market. Bringing over 8 years of experience in the field, I possess a deep understanding of the unique needs of high net-worth individuals.

My expertise lies in providing personalized investment advice and offering a wide range of products tailored to each client's specific requirements. I excel in building strong relationships and collaborating with product/support teams and other banking arms to ensure exceptional client service.

Adhering to a compliance-oriented approach, I ensure strict adherence to all regulatory requirements, both in Singapore and the specific geographical area I serve. Additionally, I foster partnerships with family offices, law firms, external asset managers (EAM), and private bankers to deliver comprehensive financial solutions.

If you seek a dedicated, result-driven professional with an established network of high net-worth clients in the Greater China region, I welcome the opportunity to connect and explore how we can achieve mutual success. Let's collaborate and capitalize on the immense potential of this thriving market together.

渴望成为专注于大中华地区高净值客户财富管理的银行家。

作为一名经验丰富的专业人士，我在财富管理销售方面有着成功的业绩，致力于在银行内寻找并吸引新的客户，尤其是在大中华市场。在这个领域拥有8年以上的经验，我深刻了解高净值个人的独特需求。

我的专业知识在于提供个性化的投资建议，为每位客户提供量身定制的产品。我擅长建立紧密的关系，并与产品/支持团队及其他银行部门合作，确保客户得到卓越的服务。

我以合规为导向，严格遵守新加坡及我所服务地区的所有监管要求。专注于信托建立和私人银行产品，同时也与家族办公室、律师事务所、外部资产管理者（EAM）以及私人银行家建立合作伙伴关系，致力于提供全面的财务解决方案。

如果您在大中华地区寻找一位专注、有成果导向的专业人士，并且希望与已建立的高净值客户网络合作，我非常欢迎与您联系，一起探讨如何实现共同成功。让我们携手合作，充分发掘这个蓬勃发展的市场的巨大潜力。

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The Battle

Melvin Ooi 黄百胜

毅豪 D.

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